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LIBERTAS WEALTH MANAGEMENT GROUP, INC.
CRD 157769File 801-133776
APPROVED
Retail clients
Disclosure events
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$163.1M
Bottom 25% of cohort (national)
Discretionary AUM
$145.1M
Non-discretionary $18.0M
Clients
280
1,184 accounts
Employees
6
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 30, 2025
- Principal office
- 5003 HORIZONS DR., SUITE 200, COLUMBUS, OH, 43220
- Phone
- 614-543-1350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $163.1M
- Discretionary AUM
- $145.1M
- Non-discretionary AUM
- $18.0M
- Discretionary accounts
- 1,145
- Non-discretionary accounts
- 39
- Total accounts
- 1,184
- AUM per client
- $582K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $48.8M |
| Individuals (other than high net worth individuals) | 259 | $96.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 319 | 280 | decreased by39 |
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 321 | 319 | decreased by2 |
| Apr 1, 2026 | AUM | $123,873,227 | $163,057,705 | increased by$39,184,478 |
| Apr 1, 2026 | Accounts | 1,029 | 1,184 | increased by155 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIBERTAS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIBERTAS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.